Carr Financial Group Corp

DOSSIER · 13F-HR · Q2 2026

Carr Financial Group Corp

$434M in tracked AUM across 182 positions as of Q2 2026.

CF

CIK 0001931232 · last filed Jun 30, 2026

Total AUM

$434M

as of Q2 2026

Holdings

182

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Carr Financial Group Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

BND

VANGUARD TOTAL BOND MARKET ETF

$32M431K7.3%02

VIG

VANGUARD DIVIDEND APPRECIATION ETF

$30M128K7.0%03

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

$29M288K6.8%04

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

$28M573K6.5%05

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

$18M264K4.1%06

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$17M47K4.0%07

SHYG

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF